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NTSA 2017 Elite Advisor Award Winners Honored


ARLINGTON, VA, January 30, 2017 -- The National Tax-deferred Savings Association has announced the winners of its prestigious NTSA Elite Advisor Award.

Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who, by their actions and example, have advanced best practice standards in the 403(b) and/or 457 retirement industry, and, in so doing, have improved the ability of American workers to build a successful retirement.

The 2017 NTSA Elite Advisor Award was presented at a general session during NTSA's 403(b) Masters Summit in Carefree, Ariz.

The Award winners are:

  • Stewart Jacobson, Dearborn & Creggs/ Lincoln Investment, Sugar Land, TXChad Hufford, Veritas Wealth Management/ PlanMember Services, Anchorage, Alaska
  • Chad Hufford, Veritas Wealth Management/ PlanMember Services, Anchorage, AlaskaMichael
  • Michael Cayen, M3 Investment Services/ The Legend Group, Royal Oak, MI
  • Scott Hayes, ISC Group, Inc/ Institutional Securities Corporation, Dallas, TX

"NTSA Elite Advisors are at the forefront of living out the best industry practices and finding new opportunities to serve clients' needs," said Kris Coffey, Chair of the 2017 Elite Advisor steering committee. "NTSA Elite Advisors espouse the highest ethical standards where the only answer is what is right for the specific individual person."

These Elite Advisors help individual plan participants accumulate assets for retirement, understanding their goals, educating them on options and potential results, while delivering and monitoring the full range of allowable investment products from securities to insurance, and working with the other qualified partners that make this a total package, the attorneys, accountants and plan administrators.

Additional information about the Elite Advisor Award is available at http://www.ntsa-net.org/Elite-Advisor/Elite-Advisor-Award-Information. Information about the 2017 NTSA 403(b) Summit is available at http://ntsa403bsummit.org/.

About NTSA

Formed in 1989, the National Tax-deferred Savings Association (NTSA) represents more than 3,000 practitioners, agencies, corporate and employer members. For more than a quarter century, NTSA has been nationally recognized for its thought leadership and policy expertise with regard to public-sector retirement plans. NTSA represents its membership in Washington, D.C. and state capitals across the country to address issues and design retirement plans that improve employee outcomes. NTSA also provides high-quality education, professional development, and information resources for all professionals involved in the 403(b) and 457(b) marketplaces.


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